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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,589 | $98,760+4.9% | $149,715-30.8% | $79,858+29.7% |
| Participation rate | 36.7% | 75.8%-39.1pp | 82.5%-45.8pp | 69.6%-33.0pp |
| Annual return | 13.26% | 27.43%-14.2pp | 276.66%-263.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $593 | $5,681-89.6% | $6,842-91.3% | $3,740-84.1% |
| Admin fee / account holder | $12,791 | $6,053+111.3% | $9,310+37.4% | $5,306+141.1% |